Microsoft Dynamics Custom Data Objects

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Below are the supported fields that will be updated in the CDOs for Accounts/Leads/Contacts for Microsoft Dynamics.

See how to begin creating entities in Dynamics 365 here: Create an entity in Dynamics 365 Customer Engagement (on-premises).

Use the below guide to create your custom entities:

Accounts

To start creating 6sense Custom Entities for Accounts, create a custom Account Entity with the below specifications:

Name: new_sixsense_account_score

Plural Name: sixsense_account_scores

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Schema Name

Display Name

Type

Description

new_sixsense_6qa

6QA

Two Options

The 6QA status of the account for the product.

new_sixsense_6qa_age_in_days

6QA Age in Days

Whole Number

Days the account has been in 6QA status.

new_sixsense_6qa_end_date

6QA End Date

Date and Time

The date the account was disqualified from 6QA status (YYYY-MM-DD).

new_sixsense_6qa_start_date

6QA Start Date

Date and Time

The date the account qualified for 6QA status (YYYY-MM-DD).

new_sixsense_account_id

Account

Lookup

Lookup field for the Accounts’ Record ID within standard objects.

new_sixsense_accountproductkey

sixsense_accountproductkey

Single Line of Text

Key for Account CDE

new_sixsense_buying_stage

Buying Stage

Single Line of Text

The categorical representation of the measure of how much an account is behaving like accounts with which there is a history of previously opened opportunities.

new_sixsense_company_id

Company Id

Single Line of Text

6sense Master id.

new_sixsense_intent_score

Intent Score

Whole Number

A measure, between 0 and 100, of how much an account is behaving like accounts with which there is a history of previously opened opportunities.

new_sixsense_numerical_reach_score

Numerical Reach Score

Whole Number

A measure, between 0 and 100, represents 6sense’s current assessment of your team’s outreach on the account in comparison to the other accounts where opportunities were won previously.

new_sixsense_product_name

Product Name

Single Line of Text

Name of the product for which score is being calculated.

new_sixsense_profile_fit

Profile Fit

Single Line of Text

A measure of how similar a company is to the ideal customer profile. Firmographic and technographic factors of an account, along with historical opportunity history, are used by data science models to create this measure.

new_sixsense_profilescore

Profile Score

Whole Number

A measure of how similar a company is to the ideal customer profile. Firmographic and technographic factors of an account, along with historical opportunity history, are used by data science models to create this measure.

new_sixsense_reach_score

Reach Score

Single Line of Text

A measure of current outreach activities against optimal quality, quantity, and diversity of outreach activities as defined by your company’s historical success on won opportunities. Outbound calls, both marketing and sales emails are analyzed for this measure.

new_sixsense_txn_id

Txn Id

Whole Number

The date on which scores were calculated / recalculated / changed.

new_sixsense_updated

Updated

Date and Time

The date on which scores were pushed to Salesforce.

Field Type: All of the Schemas above have a simple field type.

Keys: You must add a key for each object so that we are able to identify each record uniquely.

Add new_sixsense_accountproductkey as a key for Account CDE:

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Leads

To start creating 6sense Custom Entities for Leads, create a custom Lead Entity with the below specifications:

Name: new_sixsense_lead_score

Plural Name: sixsense_lead_scores

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Schema Name

Display Name

Type

Description

new_sixsense_company_6qa

6QA

Two Options

The 6QA status of the account for the product.

new_sixsense_company_6qa_age_in_days

6QA Age in Days

Whole Number

Days the account has been in 6QA status.

new_sixsense_company_6qa_end_date

6QA End Date

Date and Time

The date the account was disqualified from 6QA status (YYYY-MM-DD).

new_sixsense_company_6qa_start_date

6QA Start Date

Date and Time

The date the account qualified for 6QA status (YYYY-MM-DD).

new_sixsense_company_id

Company ID

Single Line of Text

6sense Master id.

new_sixsense_company_account_id

Account

Lookup

Lookup field for the Leads’ Record ID within standard objects.

new_sixsense_leadproductkey

sixsense_accountproductkey

Single Line of Text

Key for Lead CDE.

new_sixsense_companybuyingstage

Buying Stage

Single Line of Text

The categorical representation of the measure of how much an account is behaving like accounts with which there is a history of previously opened opportunities.

new_sixsense_companyintentscore

Intent Score

Whole Number

A measure, between 0 and 100, of how much an account is behaving like accounts with which there is a history of previously opened opportunities.

new_sixsense_company_numerical_reach_score

Numerical Reach Score

Whole Number

A measure, between 0 and 100, represents 6sense’s current assessment of your team’s outreach on the account in comparison to the other accounts where opportunities were won previously.

new_sixsense_product_name

Product Name

Single Line of Text

Name of the product for which score is being calculated.

new_sixsense_profile_fit

Profile Fit

Single Line of Text

A measure of how similar the person is to your typical buyer or buying committee members. Demographic factors of a person record, along with historical opportunity history, are used by data science models to create this measure.

new_sixsense_companyprofilefit

Company Profile Fit

Single Line of Text

A measure of how similar a company is to the ideal customer profile. Firmographic and technographic factors of an account, along with historical opportunity history, are used by data science models to create this measure.

new_sixsense_companyprofilescore

Company Profile Score

Whole Number

A score of how similar a company is to the ideal customer profile. Firmographic and technographic factors of an account, along with historical opportunity history, are used by data science models to create this measure.

new_sixsense_grade

Grade

Single Line of Text

A measure of how engaged a person is with your first party sales and marketing tactics compared to previous buyers. Engagement activities of a person, along with historical opportunity history, are used by data science models to create this measure.

new_sixsense_intent_score

Intent Score

Whole Number

A measure, between 0 and 100, of how engaged a person is with your first party sales and marketing tactics compared to previous buyers. Engagement activities of a person, along with historical opportunity history, are used by data science models to create this measure.

new_sixsense_profilescore

Profile Score